This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

SAGE FINANCIAL GROUP INC.

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Dec 12, 1996earliest registration or exam on IAPD

Years in industry

29derivedfrom the industry start date

Years at current firm

13derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S63

First exam

Dec 12, 1996

First registration

Mar 9, 2010

Dual registered

no

Other names

LUCY ALLEN STEITZ

IAPD individual key

2823841

Graph

RIA / Wealth Management

Canonical id

dfx:ria:a6840bf6-e892-7d02-9cbc-8cdbea33791c

First observed

Mar 9, 2010

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.